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Key Financial Inc’s Eaton Vance Tax-Managed Diversified Equity Income Fund ETY Stock Holding History

Key Financial Inc’s Portfolio ETY Stock Details ETY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.2K Hold
1,599
– – ﹤0.01% 698
2026
Q1 		$22.1K Hold
1,599
– – ﹤0.01% 705
2025
Q4 		$24.5K Hold
1,599
– – ﹤0.01% 676
2025
Q3 		$25.4K Hold
1,599
– – ﹤0.01% 666
2025
Q2 		$24.7K Hold
1,599
– – 0.01% 638
2025
Q1 		$22.8K Hold
1,599
– – 0.01% 634
2024
Q4 		$23.9K Hold
1,599
– – 0.01% 614
2024
Q3 		$23.4K Hold
1,599
– – 0.01% 620
2024
Q2 		$22.5K Hold
1,599
– – 0.01% 611
2024
Q1 		$21.4K Hold
1,599
– – 0.01% 594
2023
Q4 		$19.5K Hold
1,599
– – 0.01% 596
2023
Q3 		$18.5K Hold
1,599
– – 0.01% 581
2023
Q2 		$19.9K Hold
1,599
– – 0.01% 578
2023
Q1 		$18.7K Hold
1,599
– – 0.01% 559
2022
Q4 		$17.4K Hold
1,599
– – 0.01% 521
2022
Q3 		$17K Hold
1,599
– – 0.01% 524
2022
Q2 		$19K Hold
1,599
– – 0.01% 515
2022
Q1 		$22K Hold
1,599
– – 0.01% 482
2021
Q4 		$24K Hold
1,599
– – 0.01% 456
2021
Q3 		$22K Hold
1,599
– – 0.01% 454
2021
Q2 		$23K Hold
1,599
– – 0.01% 443
2021
Q1 		$20K Hold
1,599
– – 0.01% 402
2020
Q4 		$20K Buy
+1,599
New +$18.6K 0.01% 372
2020
Q2 		– Sell
-1,599
Closed -$15K – 256
2020
Q1 		$15K Buy
+1,599
New +$18.4K 0.02% 356

Other funds holding ETY

RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PFA
Pathway Financial Advisers Auburn, Indiana $397M AUM 33.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
CWM
C2C Wealth Management Scottsdale, Arizona $128M AUM 22.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PCM
Parsons Capital Management Providence, Rhode Island $2.21B AUM 28.12% 1-Year Est. Return

Key Financial Inc's ETY Position: Q2 2026 in Review

Key Financial Inc held its Eaton Vance Tax-Managed Diversified Equity Income Fund (ETY) position steady in Q2 2026 at 1,599 shares worth $23.2K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

Key Financial Inc first reported a position in ETY in Q1 2020 and has held it in 24 quarters since. The position peaked at $25.4K in Q3 2025. 86 funds tracked by Wall St. Rank hold ETY as of Q2 2026.

  • Key Financial Inc held 1,599 shares of Eaton Vance Tax-Managed Diversified Equity Income Fund worth $23.2K as of Q2 2026.
  • Key Financial Inc left its Eaton Vance Tax-Managed Diversified Equity Income Fund share count unchanged in Q2 2026.
  • Eaton Vance Tax-Managed Diversified Equity Income Fund made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #698 holding.
  • Key Financial Inc first reported a position in Eaton Vance Tax-Managed Diversified Equity Income Fund in Q1 2020 and has held it in 24 quarters since.
  • Key Financial Inc's Eaton Vance Tax-Managed Diversified Equity Income Fund position peaked at $25.4K in Q3 2025.
  • 86 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Diversified Equity Income Fund as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.